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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,207 | $45,152-35.3% | $73,845-60.4% | $59,632-51.0% |
| Participation rate | 33.3% | 64.0%-30.7pp | 73.4%-40.1pp | 68.7%-35.3pp |
| Annual return | -1.95% | 27.40%-29.3pp | 2267.91%-2269.9pp | 2041.32%-2043.3pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $331 | $2,574-87.1% | $3,583-90.8% | $3,192-89.6% |
| Admin fee / account holder | $796 | $3,516-77.4% | $4,881-83.7% | $4,297-81.5% |